| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $298 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $298 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $299 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $299 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $385 | 0.00% | +1 | New |
| State of Wyoming | 2 | $596 | 0.00% | −232−99.1% | Reduced |
| Quest Partners LLC | 2 | $596 | 0.00% | −134−98.5% | Reduced |
| Webster Bank, N. A. | 2 | $596 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $596 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $863 | 0.00% | −797−99.6% | Reduced |
| Claris Advisors, LLC | 3 | $894 | 0.00% | +3 | New |
| Caldwell Sutter Capital, Inc. | 5 | $1.49K | 0.00% | −5−50.0% | Reduced |
| Pineridge Advisors LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $1.57K | 0.00% | +1+25.0% | Added |
| True Wealth Design, LLC | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $2.09K | 0.00% | +7 | New |
| Davis Capital Management | 8 | $2.38K | 0.00% | +8 | New |
| LMR Partners LLP | 9 | $2.68K | 0.00% | −4,041−99.8% | Reduced |
| Capital Performance Advisors LLP | 9 | $2.68K | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $2.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $3.28K | 0.00% | −9−45.0% | Reduced |
| Glen Eagle Advisors, LLC | 11 | $3.28K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $3.53K | 0.00% | +12 | New |
| First Pacific Financial | 12 | $3.58K | 0.00% | −4−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 12 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $3.88K | 0.00% | −42−76.4% | Reduced |
| Sound Income Strategies, LLC | 13 | $3.88K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $3.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $3.89K | 0.00% | +2+18.2% | Added |
| Byrne Asset Management LLC | 14 | $4.17K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $4.47K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $4.47K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $5.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $5.37K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 18 | $5.38K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 19 | $5.67K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $6.20K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $7.45K | 0.00% | +25 | New |
| Cranbrook Wealth Management, LLC | 26 | $7.75K | 0.00% | +26 | New |
| Solstein Capital, LLC | 28 | $8.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $8.35K | 0.00% | +2+7.7% | Added |
| Frazier Financial Advisors, LLC | 28 | $8.35K | 0.01% | +28 | New |
| Dunhill Financial, LLC | 28 | $8.36K | 0.00% | +14+100.0% | Added |
| Raffa Wealth Management, LLC | 29 | $8.65K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $8.65K | 0.00% | +2+7.4% | Added |
| Kings Path Partners LLC | 30 | $8.95K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $9.00K | 0.00% | +7+30.4% | Added |
| Key Financial Inc | 34 | $10.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $10.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $10.4K | 0.00% | +29+483.3% | Added |
| Bell Investment Advisors, Inc | 36 | $10.7K | 0.00% | −3−7.7% | Reduced |
| Asset Dedication, LLC | 36 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $11.6K | 0.01% | +39 | New |
| Coppell Advisory Solutions LLC | 41 | $12.2K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 41 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 53 | $15.0K | 0.00% | +53 | New |
| Venturi Wealth Management, LLC | 52 | $15.5K | 0.00% | −58−52.7% | Reduced |
| Aspire Private Capital, LLC | 52 | $15.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $16.0K | 0.00% | +7+14.9% | Added |
| Front Row Advisors LLC | 56 | $16.7K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 58 | $17.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $17.3K | 0.01% | +32+123.1% | Added |
| WR Wealth Planners, LLC | 58 | $17.3K | 0.00% | +35+152.2% | Added |
| Cornerstone National Bank & Trust Co | 60 | $17.9K | 0.01% | +60 | New |
| Raleigh Capital Management Inc. | 62 | $18.5K | 0.01% | −65−51.2% | Reduced |
| FWL Investment Management, LLC | 65 | $19.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 66 | $19.7K | 0.00% | +2+3.1% | Added |
| PFS Partners, LLC | 67 | $20.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 68 | $20.2K | 0.01% | +68 | New |
| Pacific Capital Wealth Advisors, Inc | 69 | $20.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $20.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $21.5K | 0.00% | +68+1,700.0% | Added |
| MV Capital Management, Inc. | 73 | $21.8K | 0.00% | +8+12.3% | Added |
| Laurel Wealth Advisors LLC | 80 | $23.9K | 0.00% | +80 | New |
| Rise Advisors, LLC | 83 | $24.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 87 | $25.9K | 0.01% | −4−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $27.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 94 | $28.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $29.8K | 0.01% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $29.8K | 0.01% | +100 | New |
| Coston, McIsaac & Partners | 103 | $30.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $30.7K | 0.00% | +2+2.0% | Added |
| Legacy Investment Solutions, LLC | 95 | $31.1K | 0.02% | +95 | New |
| Legacy Wealth Managment, LLC | 95 | $31.1K | 0.02% | +95 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 116 | $34.6K | 0.01% | −52−31.0% | Reduced |
| Tradewinds Capital Management, LLC | 117 | $34.9K | 0.01% | −403−77.5% | Reduced |
| Financial Management Professionals, Inc. | 119 | $36.0K | 0.00% | −2−1.7% | Reduced |
| TSFG, LLC | 122 | $36.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $36.1K | 0.01% | +99+450.0% | Added |
| Deseret Mutual Benefit Administrators | 129 | $38.5K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 137 | $40.8K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 145 | $43.0K | 0.00% | −51−26.0% | Reduced |